BAVARIAN WEALTH MANAGEMENT, INC.
New Orleans, LA
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
504-299-3370
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA
163 advisers found
TOCE FINANCIAL GROUP
Mandeville, LA
AUM
$19.2M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
9852762018
PROGENY WEALTH MANAGEMENT LLC
Baton Rouge, LA
AUM
$18.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-465-1090
MECHE AND ASSOCIATES LLC
Lafayette, LA
AUM
$17.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
337-983-1014
OAKWATER FINANCIAL
Ruston, LA
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(318) 702-3035
UPBEAT WEALTH
New Orleans, LA
AUM
$14.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-386-3856
PELICAN WEALTH MANAGEMENT
Monroe, LA
AUM
$11.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
318-600-3010
TRUE FINANCIAL, LLC
Houma, LA
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
985-208-3900
SOW ADVISORS LLC
Youngsville, LA
AUM
$10.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-257-7102
NINETY WEST GLOBAL WEALTH
New Orleans, LA
AUM
$6.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(504) 822-6083
ADVANTAGE WEALTH MANAGEMENT, L.L.C.
Lafayette, LA
AUM
$4.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
337-210-1264
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
Metairie, LA
AUM
$4.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
504-520-8050
HEDGED PRIVATE WEALTH
Metairie, LA
AUM
$4.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
504-339-5547
DW HUFF ADVISORY
Chalmette, LA
AUM
$1.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5046039990
CONSORTIUM PRIVATE WEALTH LLC
Slidell, LA
AUM
$650K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-980-5601
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 323-0307
RAINIER WEALTH PLANNING, LLC
Baton Rouge, LA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225.953.8286
WALTER C. FLOWER & CO., INC
New Orleans, LA
AUM
$591.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
504-561-0138
Full profileNo website
ASSET PLANNING SERVICES INC
Covington, LA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
985-867-8679
Full profileNo website
AUM
$321.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
850-934-6300
Full profileNo website
HANCOCK WHITNEY INVESTMENT SERVICES INC.
New Orleans, LA
AUM
$306.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
49 advisors
Clients
—
Fees
Percentage of AUM
504-586-7290
Full profileNo website
AUM
$193.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-661-3183
Full profileNo website
AUM
$185.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-443-0571
Full profileNo website
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
3184692830
Full profileNo website